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The role is responsible for managing and developing retail banking client relationships by providing professional financial advice and personalised banking solutions. The Relationship Manager works closely with customers to grow portfolios, achieve business targets, and deliver high‑quality service within a prestigious banking platform
Focused on opportunistic PE and growth investments, deal syndication, and capital raising through an established investor network
The Insurance Product Specialist supports Relationship Managers by providing sales‑driven product advisory and structuring support for insurance solutions tailored to high‑net‑worth clients. The role plays a key part in driving insurance revenue, enhancing client value, and supporting complex wealth‑planning needs.
This role provides senior‑level FX advisory and execution support to Private Banking Relationship Managers and their high‑net‑worth clients. The FX Sales professional leverages market expertise to drive FX revenue, manage risk, and deliver tailored currency solutions.
We are looking for a Assistant Relationship Manager/ Client Service Officer, Private Banking to join the financial services industry in Hong Kong. This role focuses on delivering excellent customer service while supporting relationship managers in managing client portfolios.
Our client is one of Hong Kong's prominent families, and they are seeking an Investment Advisor / Gatekeeper to provide tailored financial guidance and act as a trusted partner in managing and growing the family's wealth. The role involves assessing financial needs, developing investment strategies, overseeing portfolios, and supporting long‑term wealth, trust, and estate planning.
As a Client Advisor Associate in the financial services industry, you will support client relationship management and ensure the highest level of service delivery. This role offers the opportunity to work in a dynamic environment and contribute to the success of the banking and financial services department.
We are looking to appoint a senior professional to lead asset origination business development efforts
Our client is a top American Private Bank and they are looking for a Client Services Trainee to join their private wealth management division to handle account opening, KYC documentation and trade executions for Ultra High Net Worth clients. The candidate should have 1-2 years of working experience in client services, ARM, account opening, client onboarding for private banking/ corporate banking clients. Fresh graduates with relevant interns are welcomed.
Our client, a leading Chinese quantitative hedge fund, with established global presence and SFC Type 1, 4 & 9 licenses in Hong Kong. Is now looking to hire an experienced Investor Relations professional to join its Hong Kong office and drive expansion across offshore institutional and UHNW investor base.
VP, IBD Compliance - Investment Bank
Join a leading financial services company in Hong Kong as an IPO Associate. This role focuses on accounting and finance expertise, offering a rewarding opportunity to contribute to high-profile projects.
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